Civic Intelligence

Morgan Elementary School PTA

990EZ • Fiscal year 2024 • EIN 30-0681628

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 15, 2025

Organization ProfileWSFCS.K12.NC.US/PAGE/42606
3210 Village Point DriveClemmons, NC 27012

(336) 692-3498

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$37,852

Up $13,507 (+55%) from 2023

Net Assets

Up

$37,852

Up $13,507 (+55%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$96,432

Up $469 (+0.5%) from 2023

Expenses

Down

$82,926

Down $20,363 (-20%) from 2023

Net Income

Up

$13,506

Up $20,832 (+284%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2014: $8,163Liabilities 2014: $0Net Assets 2014: $8,1632014Assets 2015: $12,143Liabilities 2015: $0Net Assets 2015: $12,1432015Assets 2020: $8,083Liabilities 2020: $0Net Assets 2020: $8,0832020Assets 2021: $18,907Liabilities 2021: $0Net Assets 2021: $18,9072021Assets 2022: $31,671Net Assets 2022: $31,6712022Assets 2023: $24,345Net Assets 2023: $24,3452023Assets 2024: $37,852Net Assets 2024: $37,8522024Assets 2025: $35,490Net Assets 2025: $35,4902025

Highlighted filing

2024

Assets$37,852
Liabilities-
Net Assets$37,852
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $106,273Expenses 2014: $118,456Net Income 2014: -$12,1832014Revenue 2015: $120,689Expenses 2015: $116,689Net Income 2015: $4,0002015Revenue 2020: $75,620Expenses 2020: $78,845Net Income 2020: -$3,2252020Revenue 2021: $48,125Expenses 2021: $37,301Net Income 2021: $10,8242021Revenue 2022: $88,703Expenses 2022: $75,939Net Income 2022: $12,7642022Revenue 2023: $95,963Expenses 2023: $103,289Net Income 2023: -$7,3262023Revenue 2024: $96,432Expenses 2024: $82,926Net Income 2024: $13,5062024Revenue 2025: $96,431Expenses 2025: $98,793Net Income 2025: -$2,3622025

Highlighted filing

2024

Revenue$96,432
Expenses$82,926
Net Income$13,506
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Gross Receipts
$99,855
Mission and Program Overview

Mission

Public k-5 grade school support.

Program Services

DescriptionGrantsExpenses
SCHOOL CURRICULUM SUPPORT: DIRECT CLASSROOM & SCHOOL CURRICULUM SUPPORT VIA EDUCATIONAL PROGRAMS, MATERIALS, SOFTWARE, TECHNOLOGY, MEDIA CENTER SUPPORT, SCIENCE FESTIVAL, & CLUBS. BENEFITS ENTIRE SCHOOL ENROLLMENT OF APPROXIMATELY 700 STUDENTS.-$54,330
PARENT/SCHOOL COMMUNITY: ENCOURAGING PARENT & COMMUNITY INVOLVEMENT THROUGH FAMILY EVENTS, SCHOOL FUN EVENTS, & YEARBOOK DEVELOPMENT. PTA OFFERED SEVERAL FREE FAMILY MOVIE NIGHTS, SPECIAL FREE EVENTS DURING BOOK FAIRS, MONTHLY FREE BREAKFAST WITH SPECIAL SPEAKERS THROUGH THE ALL PRO DAD PROGRAM FOR DADS/UNCLES/GRANDFATHERS/ETC. AND THEIR STUDENTS. PARTICIPATION IN THE REFLECTIONS CONTEST IS ALSO AVAILABLE TO ALL STUDENTS.-$17,164
BOOSTERTHON CHARACTER DEVELOPMENT/FUN RUN/FUNDRAISER: SCHOOL-WIDE PROGRAM TO DEVELOP POSITIVE ATTITUDES TOWARD PHYSICAL FITNESS, CHARACTER DEVELOPMENT WITH ANTI-BULLYING FOCUS, PTA FUN RUN FUNDRAISER. ALL STUDENTS TOOK PART IN PROGRAM AND FUN RUN. APPROXIMATELY 700 STUDENTS BENEFITTED.-$11,432
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA BRIDGESPresidentPT$0--
EMILY HILLVice PresidePT$0--
SARA BRIDGESTreasurerPT$0--
JENN MURPHYSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Morgan Elementary School Pta
EIN
30-0681628
Phone
3366923498
Address
3210 VILLAGE POINT DRIVE, CLEMMONS, NC 27012

Signing Officer

Name
Sara Bridges
Title
Treasurer
Phone
3366923498
Signed
2025-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Butler Burke Llp
Address
100 CLUB OAKS COURT SUITE A, WINSTONSALEM, NC 27104
Preparer
Jane R Potter
Phone
3367682310
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Sales tax refund 3,262 total 3,262”

Form 990-ez, Part I, Line 16

“Expenses folder ads 1,775 school support 49,074 staff appreciation 2,043 all pro dads expense 1,793 book fair expense 10,176 miscellaneous 18,065 total 82,926”

Form 990-ez, Part III, Line 28

“School curriculum support: direct classroom & school curriculum support via educational programs, materials, software, technology, media center support, science festival, & clubs. Benefits entire school enrollment of approximately 700 students.”

Form 990-ez, Part III, Line 29

“Boosterthon character development/fun run/fundraiser: school-wide program to develop positive attitudes toward physical fitness, character development with anti-bullying focus, pta fun run fundraiser. All students took part in program and fun run. Approximately 700 students benefitted.”

Form 990-ez, Part III, Line 30

“Parent/school community: encouraging parent & community involvement through family events, school fun events, & yearbook development. Pta offered several free family movie nights, special free events during book fairs, monthly free breakfast with special speakers through the all pro dad program for dads/uncles/grandfathers/etc. And their students. Participation in the reflections contest is also available to all students.”

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1BOOSTERTHON CHARACTER DEVELOPMENT/FUN RUN/FUNDRAISER: SCHOOL-WIDE PROGRAM TO DEVELOP POSITIVE ATTITUDES TOWARD PHYSICAL FITNESS, CHARACTER DEVELOPMENT WITH ANTI-BULLYING FOCUS, PTA FUN RUN FUNDRAISER. ALL STUDENTS TOOK PART IN PROGRAM AND FUN RUN. APPROXIMATELY 700 STUDENTS BENEFITTED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PARENT/SCHOOL COMMUNITY: ENCOURAGING PARENT & COMMUNITY INVOLVEMENT THROUGH FAMILY EVENTS, SCHOOL FUN EVENTS, & YEARBOOK DEVELOPMENT. PTA OFFERED SEVERAL FREE FAMILY MOVIE NIGHTS, SPECIAL FREE EVENTS DURING BOOK FAIRS, MONTHLY FREE BREAKFAST WITH SPECIAL SPEAKERS THROUGH THE ALL PRO DAD PROGRAM FOR DADS/UNCLES/GRANDFATHERS/ETC. AND THEIR STUDENTS. PARTICIPATION IN THE REFLECTIONS CONTEST IS ALSO AVAILABLE TO ALL STUDENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALES TAX REFUND 3,262 TOTAL 3,262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FOLDER ADS 1,775 SCHOOL SUPPORT 49,074 STAFF APPRECIATION 2,043 ALL PRO DADS EXPENSE 1,793 BOOK FAIR EXPENSE 10,176 MISCELLANEOUS 18,065 TOTAL 82,926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOOL CURRICULUM SUPPORT: DIRECT CLASSROOM & SCHOOL CURRICULUM SUPPORT VIA EDUCATIONAL PROGRAMS, MATERIALS, SOFTWARE, TECHNOLOGY, MEDIA CENTER SUPPORT, SCIENCE FESTIVAL, & CLUBS. BENEFITS ENTIRE SCHOOL ENROLLMENT OF APPROXIMATELY 700 STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOSTERTHON CHARACTER DEVELOPMENT/FUN RUN/FUNDRAISER: SCHOOL-WIDE PROGRAM TO DEVELOP POSITIVE ATTITUDES TOWARD PHYSICAL FITNESS, CHARACTER DEVELOPMENT WITH ANTI-BULLYING FOCUS, PTA FUN RUN FUNDRAISER. ALL STUDENTS TOOK PART IN PROGRAM AND FUN RUN. APPROXIMATELY 700 STUDENTS BENEFITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PARENT/SCHOOL COMMUNITY: ENCOURAGING PARENT & COMMUNITY INVOLVEMENT THROUGH FAMILY EVENTS, SCHOOL FUN EVENTS, & YEARBOOK DEVELOPMENT. PTA OFFERED SEVERAL FREE FAMILY MOVIE NIGHTS, SPECIAL FREE EVENTS DURING BOOK FAIRS, MONTHLY FREE BREAKFAST WITH SPECIAL SPEAKERS THROUGH THE ALL PRO DAD PROGRAM FOR DADS/UNCLES/GRANDFATHERS/ETC. AND THEIR STUDENTS. PARTICIPATION IN THE REFLECTIONS CONTEST IS ALSO AVAILABLE TO ALL STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
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ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,852
Liabilities
-
Net assets
$37,852
Revenue
$96,432
Expenses
$82,926
Net income
$13,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.96$0.99$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.96$0.83$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.96$1.03$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.89$0.76$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.48$0.37$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.76$0.79$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$1.21$1.17$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.06$1.18$0.12